You could be forgiven for thinking that recruiting a new trustee for your charity is a pretty straight-forward process. Happily you would be largely correct!  But do watch out for some legal pitfalls. Take time and be careful, as illegal or unconstitutional trustees will cause your charity serious problems. Getting it right in the first […]

Troublesome trustees cross my desk only too often. Maybe there would be fewer troublesome trustees if more charity trustee boards adopted a Trustees’ Code of Conduct. How about yours? Clarity and accountability With a Code of Conduct, your trustees could spend less time and energy in trying to resolve trustee issues or even in removing […]

Are you back at your desk now after your holidays? Well it may not be spring, but this is still the perfect time to tidy up all those pesky loose ends at your charity. Post-holiday dynamism The only time many of us clear our in-tray is the day before we go holiday. But a good […]

Are you doing a good job as a charity trustee?  Well then, you’ll surely have these seven critical ingredients of charity governance in place already! 1. Evaluating your trustee board Appraisals for staff are common-place and need no justification. Individual trustees and trustee boards are no different. Objective evaluation of a board of trustees should […]

What would you think of a profession – doctors, lawyers, accountants, therapists, beauticians whatever –  that had no requirement for Continuing Professional Development (CPD)?  Even more, what would you think if that profession had absolutely no entry qualifications whatsoever ? Not much of a profession, more likely to be a shambles? Taking trusteeship seriously Nowadays […]

Is it just one trustee?  The one who ‘understands the accounts’ the best? Well then, you’re within the legal requirement is for your charity’s accounts to be signed by “one or more of the trustees.” But here’s a thought.  Why not have them signed by each and every trustee? So your whole trustee board takes […]

Most of the provisions of the Charities (Protection and Social Investment) Act 2016 came into force in July 2016. Much of it may seem dry and far removed from the everyday operation of most charities.  But if your charity is badly run or your trustees inept or worse, you must expect the full weight of the […]

Your charity’s legal structure is a hot topic right now.    Charitable Incorporated Organisation (CIO) status was a bright idea in the Charities Act 2011, and it may have some substantial benefits for your charity.  Three reasons you might want to convert are: Limited liability!  A boon to nervous trustees of unincorporated charities Saving on admin […]

Making decisions is one of the most important parts of your role as a charity trustee. There may not be one single correct answer to each significant or strategic decisions that you need to make, but how you and your fellow trustees ARRIVE at the decision is critical. Make sure you reach a sound conclusion Using a robust decision […]

What are the ingredients of charity governance? For that matter, what is this ‘governance’ that we’re always talking about? It’s rather hard to find a good definition. And rather easy to slip into thinking that it’s all about rather dull and dry policies and procedures and documents and ooh, zzzz, I’ve just dropped off myself…. […]

Recently someone asked me “Would you hold a charity accountable or file a complaint if you thought malpractice was involved, if you were a trustee?” My short answer was “yes!”  But read on for more… Doing the right thing Dealing with dishonesty is a tough call wherever it happens.  All the more so in the […]

Have things at your charity got to the point where you’re keen to know how to remove a trustee? It doesn’t need to be as daunting as you may be thinking. The no brainers Your charity’s constitution or governing document should outline a process for removing a trustee who, for example: Doesn’t show up to […]

Well done all of you who have taken Good Trustee / Bad Trustee – the Quiz so far! I must say you’re looking like rather a good bunch of trustees. And it’s tantalising, because more than one of you has scored 123/125, but so far, no-one’s hit a ‘perfect’ 125/125… Do you know this marvellous […]

Being a trustee is tough!  Are you a trustee superstar, or is there a risk that you are a problem trustee? Your hard work, people skills, and level of commitment are likely to be significant factors in how well your charity thrives, and how vigorously it is able to pursue its mission. Are you a […]

With charity governance so much in the news, yellow cards may soon not just be for footballers. On the football field, the yellow card is the sign of an Official Caution. In  upcoming changes to charity law, charity trustees may be at risk of finding themselves booked by the Charity Commission. New Powers It’s all […]